Power Session Topics
Session 1 – getting started & Basics refresher
- QB tips, file health
- Free QB manual
- Navigating Menu bar, Centers, Home page
- Customizing views
Session 2 – defining data
- Importance of easily finding info with a click
- Using “canned” reports by using set fields
- Use, customizing, and management of all lists
Session 3 – working with lists
- Chart of Accounts – how many is too many?
- Customers/Jobs – set up, types, custom fields
- Vendors – contacts tab, notes tab
- Customizing lists view
- Management of lists
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Tag Archives: deposit slips
Accurate Records: It’s All in the Details
Keeping accurate records is not difficult, but it can be time consuming. In order to cut down on the time you spend on your bookkeeping and the money you spend on your bookkeeper and accountant, we have a few helpful … read more
